Avantax Planning Partners, Inc.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 431
- Total Value
- 2824731023
- Accession Number
- 0001085146-25-002418
- Form Type
- 13F-HR
- CIK
- 0001005441
- Manager Name
- Avantax Planning Partners, Inc.
Data Enrichment
74% identified318 identified113 unidentified
Holdings
431 positions
Manager:
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Page 8 of 22
25434V724
Shares:
37536(+2.6%)
Value:
$1.5B(+3.4%)
464288802
Shares:
12240(+0.0%)
Value:
$1.4B(-5.5%)
46436E858
Shares:
59926(-0.3%)
Value:
$1.4B(+0.3%)
46436E866
Shares:
57816(-2.9%)
Value:
$1.4B(-2.7%)
46432F388
Shares:
12521(+0.0%)
Value:
$1.3B(+1.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Genuine Parts Co(GPCcusip372460105) | 14.2K | All Managers (Combined) | $1.7M | ||
26.1K | All Managers (Combined) | $1.7M | |||
3.5K | All Managers (Combined) | $1.6M | |||
(cusip25434V724)✕ | 37.5K | All Managers (Combined) | $1.5M | ||
20.9K | All Managers (Combined) | $1.5M | |||
Wesbanco Inc(WSBCcusip950810101) | 48.5K | QoQ 0.00% (-0) | All Managers (Combined) | $1.5M | |
7.6K | All Managers (Combined) | $1.4M | |||
Alphabet Inc.(GOOGcusip02079K107) | 9.2K | All Managers (Combined) | $1.4M | ||
20.3K | All Managers (Combined) | $1.4M | |||
Netflix Inc(NFLXcusip64110L106) | 1.5K | All Managers (Combined) | $1.4M | ||
(cusip464288802)✕ | 12.2K | All Managers (Combined) | $1.4M | ||
10.3K | All Managers (Combined) | $1.4M | |||
12.3K | All Managers (Combined) | $1.4M | |||
(cusip46436E858)✕ | 59.9K | All Managers (Combined) | $1.4M | ||
6.8K | All Managers (Combined) | $1.4M | |||
5.3K | QoQ -0.15% (-8)YoY -5.63% (-315) | All Managers (Combined) | $1.4M | ||
(cusip46436E866)✕ | 57.8K | All Managers (Combined) | $1.4M | ||
Target Corp(TGTcusip87612E106) | 12.9K | All Managers (Combined) | $1.3M | ||
(cusip46432F388)✕ | 12.5K | QoQ 0.00% (+1) | All Managers (Combined) | $1.3M | |
9.0K | All Managers (Combined) | $1.3M |